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Old 11-08-2004, 11:05 PM
Dave Young
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Default Re: Quicker way to assign transactions to categories?

Thanks, I'll give that a shot.

Dave


 
Old 11-08-2004, 09:15 PM
Dick Watson
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Default Re: Quicker way to assign transactions to categories?

Tools|Find and Replace can do what you are asking for existing transactions
in both cases a) find all for a given payee and change category, and b)
select all of some criteria and then check to select which of these should
be changed, en masse, to a new category. Setting the AutoComplete option
will get it to reuse these categories next time you enter a transaction for
the same payee.

"Dave Young" <nothanks[at]invalid.com> wrote in message
news:IWRjd.4186$_3.49906[at]typhoon.sonic.net...
- quote -

> I imported the last 6 months of my credit card activity. Although some of
> the transactions were correctly categorized, most were listed under the
> Miscellaneous category.
> 1. Is it possible to setup money so that if I tell it , say, "Russian

River
> Brewing Company" is Foodining Out, it will automatically reclassify

*all*
> of those transactions as Foodining Out, or do I have to go through
> one-by-one and select the correct category for every Russian River Brewing
> Company transaction over the last 6 months? In other words, can I tell

money
> *once* what category a transaction belongs to and then have money

recognize
> that for future transactions and take care of it automatically?
> 2. While looking at the transactions by category screen, is there a way to
> select multiple transactions and reclassify them as a group? I have a few
> hundred entries in the Miscellaneous category that I need to categorize,

and
> it would be so much faster if I could just go through and select all of

the
> Foodining Out transactions and then cagetegorize them one time instead

of
> having to click open each and every one.
> Thanks,
> Dave



  #-1  
Old 11-08-2004, 08:54 PM
Dave Young
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Posts: n/a
Default Quicker way to assign transactions to categories?


I imported the last 6 months of my credit card activity. Although some of
the transactions were correctly categorized, most were listed under the
Miscellaneous category.

1. Is it possible to setup money so that if I tell it , say, "Russian River
Brewing Company" is Foodining Out, it will automatically reclassify *all*
of those transactions as Foodining Out, or do I have to go through
one-by-one and select the correct category for every Russian River Brewing
Company transaction over the last 6 months? In other words, can I tell money
*once* what category a transaction belongs to and then have money recognize
that for future transactions and take care of it automatically?

2. While looking at the transactions by category screen, is there a way to
select multiple transactions and reclassify them as a group? I have a few
hundred entries in the Miscellaneous category that I need to categorize, and
it would be so much faster if I could just go through and select all of the
Foodining Out transactions and then cagetegorize them one time instead of
having to click open each and every one.

Thanks,

Dave


 

Tags
assign, categories, quicker, transactions
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